Smart Documents with OmniStudio: Unleashing OmniStudio Document Generation

Jul 27, 4:30 – 5:30 AM (UTC)

Salesforce Developer Group, Chhindwara, India

Complete setup of OmniStudio Document Generation—from configuring settings to building dynamic templates.

About this event

Walk through the complete setup of OmniStudio Document Generation—from configuring settings to building dynamic templates. I’ll demonstrate how to pull complex Salesforce data using DataRaptors (Extract & Transform), use OmniScripts to drive the flow, and generate Word/PDF documents using DocGen templates. The session will include practical examples and tips for real-world use cases to help automate and streamline document generation without custom code.

Speaker

  • Milind Gite

    InfoBeans CloudTech Limited

    Senior Salesforce Consultant

Group Leader

  • Aakash Totlani

    Infobeans Cloudtech Limited

    Community Group Leader

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